Stock Taper

OAK THISTLE LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lyft, Inc.LYFT132.47K$1.94M
Pinterest, Inc.PINS131.66K$2.77M
Chipotle Mexican Grill, Inc.CMG130.44K$4.43M
LB LIBERTY BROADBAND CORPLBRDK129.05K$4.29M
Versant Media Group, Inc. Class AVSNT128.2K$4.62M
Devon Energy CorporationDVN127.85K$5.28M
Occidental Petroleum CorporationOXY123.83K$6.01M
Rocket Companies, Inc.RKT123.16K$1.94M
Olin CorporationOLN121.11K$2.4M
Rivian Automotive, Inc.RIVN118.76K$2.06M
Healthpeak Properties, Inc.DOC105.29K$2.25M
The Estée Lauder Companies Inc.EL104.08K$8.22M
Primo Brands CorporationPRMB90.3K$2.21M
Clearway Energy, Inc.CWEN89.65K$3.06M
nCino, Inc.NCNO88.94K$1.45M
Highwoods Properties, Inc.HIW88.34K$2.66M
Cognizant Technology Solutions CorporationCTSH87.53K$3.39M
Amer Sports, Inc.AS86.51K$2.93M
Blue Owl Capital Inc.OWL84.72K$741.3K
Amdocs LimitedDOX83.61K$4.23M